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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
676
Livforsakringsbolaget Skandia
Sweden
$187K +$125K +1,253 +229%
VIA
677
Virtus Investment Advisers
Connecticut
$179K
S
678
SignatureFD
Georgia
$164K +$4.97K +50 +3%
AAP
679
Arax Advisory Partners
Colorado
$159K +$497 +5 +0.3%
FHA
680
First Horizon Advisors
Tennessee
$148K -$4.38K -44 -3%
TCOV
681
Trust Company of Vermont
Vermont
$145K
HIIFS
682
Harel Insurance Investments & Financial Services
Israel
$132K +$127K +1,277 New
BTI
683
Blue Trust Inc
Georgia
$131K +$90.9K +914 +166%
MA
684
Montag & Associates
Georgia
$122K +$19.6K +197 +20%
AWM
685
Atticus Wealth Management
Florida
$121K
SWM
686
Spire Wealth Management
Virginia
$118K -$1.79K -18 -2%
PCM
687
Penserra Capital Management
California
$118K +$1.29K +13 +1%
SIS
688
Sound Income Strategies
Florida
$114K
SIM
689
Sentry Investment Management
Wisconsin
$106K
GEA
690
Glen Eagle Advisors
New Jersey
$104K -$24.9K -250 -20%
CFGS
691
Concourse Financial Group Securities
Alabama
$103K +$34.8K +350 +54%
CI Investments Inc
692
CI Investments Inc
Ontario, Canada
$101K +$1.79K +18 +2%
PPC
693
Park Place Capital
Alabama
$93.8K +$4.67K +47 +5%
TWC
694
TD Waterhouse Canada
Ontario, Canada
$92.4K -$192K -1,934 -69%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$88.3K -$6.37K -64 -7%
AGWCA
696
Annis Gardner Whiting Capital Advisors
Florida
$88K
SOW
697
State of Wyoming
Wyoming
$84.8K +$9.85K +99 +14%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$81.7K -$17.3K -174 -18%
CPBTD
699
Central Pacific Bank - Trust Division
Hawaii
$78.4K -$1.77M -17,754 -96%
QL
700
Quarry LP
New York
$78.1K +$75K +754 New